Sterling Capital South Carolina Intermediate Tax-Free Fund (BSCIX) belongs to the Municipal Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BSCIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BSCIX
BSCIX charges 0.59% annually. There are 225 mutual funds in the Municipal Bonds category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Western Asset SMASh Series TF Fund | 0.01% | — | Dec 2015 | BSCIX vs LSMSX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | — | May 2007 | BSCIX vs NMTRX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | — | Feb 2021 | BSCIX vs FHMIX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | — | Jun 2021 | BSCIX vs FSMUX | |
| Fidelity Municipal Bond Index Fund | 0.07% | 0.00 | Jul 2019 | BSCIX vs FMBIX |
Best Risk-Adjusted Alternatives to BSCIX
BSCIX has a PortfoliosLab risk / return rank of 63. There are 371 mutual funds in the Municipal Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short-Term Selective State Municipal Bond Port... | 100 | — | Apr 2022 | BSCIX vs DFABX | |
| DFA NY Municipal Bond Portfolio | 99 | — | Jun 2015 | BSCIX vs DNYMX | |
| DFA California Short Term Municipal Bond Portfolio | 99 | — | Apr 2007 | BSCIX vs DFCMX | |
| DFA Short Term Municipal Bond Portfolio | 99 | — | Aug 2002 | BSCIX vs DFSMX | |
| abrdn Ultra Short Municipal Income Fund | 99 | — | Dec 2002 | BSCIX vs ATOIX |
Top Performing BSCIX Alternatives (YTD)
BSCIX is at 0.76% YTD. There are 434 mutual funds in the Municipal Bonds category with higher YTD returns, going as high as 11.65%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 11.65% | — | Apr 1998 | BSCIX vs NMI | |
| Nuveen Virginia Quality Municipal Income Fund | 6.88% | — | Mar 1993 | BSCIX vs NPV | |
| Nuveen New York AMT Free Quality Municipal Income | 6.87% | — | Nov 2002 | BSCIX vs NRK | |
| AllianceBernstein National Municipal Income Fund | 6.20% | — | Nov 2001 | BSCIX vs AFB | |
| BlackRock MuniYield Michigan Quality Fund | 5.14% | — | Oct 1992 | BSCIX vs MIY |
Lowest Volatility Alternatives to BSCIX
BSCIX has 1.98% 1-year volatility. There are 95 mutual funds in the Municipal Bonds category with lower 1-year volatility, going as low as 0.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short-Term Selective State Municipal Bond Port... | 0.56% | — | Apr 2022 | BSCIX vs DFABX | |
| DFA California Short Term Municipal Bond Portfolio | 0.59% | — | Apr 2007 | BSCIX vs DFCMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | BSCIX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | BSCIX vs USMTX | |
| DFA Short Term Municipal Bond Portfolio | 0.61% | — | Aug 2002 | BSCIX vs DFSMX |
Lowest Drawdown Alternatives to BSCIX
BSCIX has a 1-year max drawdown of -2.45%. There are 139 mutual funds in the Municipal Bonds category with shallower 1-year drawdowns, going as shallow as 0.00%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock Allocation Target Shares | 0.00% | — | May 2021 | BSCIX vs BATVX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | — | Dec 2002 | BSCIX vs ATOIX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | -0.10% | — | Dec 2017 | BSCIX vs APUSX | |
| Federated Hermes Conservative Municipal Microshort... | -0.10% | — | Feb 2021 | BSCIX vs FHMIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | — | Apr 2016 | BSCIX vs TFCYX |
Other Mutual Funds from Sterling Capital
The 10 most viewed Sterling Capital mutual funds shown here include BEGIX, STRGX, SCSPX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Sterling Capital Equity Income Fund | Large Cap Value Equities | 7 | 2.71% | — | Jun 2004 | BSCIX vs BEGIX | |
| Sterling Capital Stratton Mid Cap Value Fund | Mid Cap Blend Equities | 49 | 17.06% | — | Sep 1972 | BSCIX vs STRGX | |
| Sterling Capital Quality Income Fund | Intermediate Core Bond | 28 | 0.42% | — | Jun 2011 | BSCIX vs SCSPX | |
| Sterling Capital Total Return Bond Fund | Intermediate Core Bond | 22 | 0.43% | — | Dec 1999 | BSCIX vs BIBTX | |
| Sterling Capital Long Duration Corporate Bond Fund | Corporate Bonds | 14 | 0.97% | — | Jun 2011 | BSCIX vs SCCPX | |
| Sterling Capital Special Opportunities Fund | Large Cap Blend Equities | 46 | 12.93% | — | Jun 2003 | BSCIX vs BOPIX | |
| Sterling Capital Stratton Small Cap Value Fund | Small Cap Blend Equities | 71 | 18.04% | — | Apr 1993 | BSCIX vs STSCX | |
| Sterling Capital Stratton Real Estate Fund | REIT | 9 | 8.96% | — | May 1980 | BSCIX vs STMDX | |
| Sterling Capital Ultra Short Bond Fund | Ultrashort Bond | — | — | — | Nov 2012 | BSCIX vs BUSIX | |
| Sterling Capital North Carolina Intermediate Tax-F... | Municipal Bonds | 54 | 0.72% | — | Oct 1992 | BSCIX vs BBNTX |
Often Compared With BSCIX
Investors most often compare BSCIX with BBISX, MUJ, NQP. These 4 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Sterling Capital Behavioral Large Cap Value Equity... | Large Cap Value Equities | 90 | 16.05% | — | Oct 1992 | BSCIX vs BBISX | |
| BlackRock MuniHoldings New Jersey Quality Fund | Municipal Bonds | 44 | 4.64% | — | Mar 1998 | BSCIX vs MUJ | |
| Nuveen Pennsylvania Quality Municipal Income | Municipal Bonds | — | — | — | Feb 1991 | BSCIX vs NQP | |
| Strategic Advisers Tax-Sensitive Short Duration Fu... | Municipal Bonds | 96 | 0.67% | — | Dec 2017 | BSCIX vs FGNSX |
Compare BSCIX with Any Fund or Stock
Compare BSCIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BSCIX with funds that move differently
Sterling Capital South Carolina Intermediate Tax-Free Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BSCIX.
Explore BSCIX Diversifiers